Peter Ip, CFP®, CTFA
Senior Vice President & Relationship Manager
Peter is a Senior Vice President and Relationship Manager with Kanaly Trust and has been with the firm since 1988. As a Relationship Manager, Peter is committed to providing wealth management advisory services to his clients and building long-lasting, multi-generational family relationships. With his extensive knowledge and experience in wealth management, he actively and proactively engages in all aspects of financial planning and brings financial solutions to the table for the families he serves.
A graduate of the University of Houston with a BBA in Finance, Peter also attended the Texas Regional Trust School at Southern Methodist University in Dallas, Texas, and the National Graduate Trust School at Northwestern University in Evanston, Illinois. He is a Certified Financial Planner™ practitioner and a Certified Trust and Financial Advisor (CTFA).
Peter is a member of the Institute of Certified Financial Planners (ICFP), the Institute of Certified Bankers (ICB), Financial Planning Association – Houston Chapter (FPA), and the Houston Estate and Financial Forum (HEFF).